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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,184 | $77,358+28.2% | $102,184-2.9% | $87,485+13.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | -12.39% | 41.11%-53.5pp | 31.58%-44.0pp | 26.06%-38.4pp |
| Employer contribution / active EE | $8,567 | $2,562+234.4% | $3,594+138.4% | $2,596+230.0% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,204 | $6,809-23.6% | $11,609-55.2% | $7,775-33.1% |